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Don’t miss out – Regional Investment Forums
Our latest series of Regional Investment Forums take place next month in Exeter, Knutsford and Glasgow. Join us to hear the latest from fund managers, covering a range of sectors. They’ll look at the challenges and opportunities following Brexit.
Support for clients' self-assessment enquiries
If you receive calls from clients about their paper based self-assessment, the deadline being 31 October, our ‘Annual Distribution Summary’ report can help. It provides the same information clients received within their annual tax
voucher in May.Be ready to benefit from future enhancements
Over the next few months we will be introducing a range of enhancements to our client management service. If you haven’t used the version of the service we introduced last Autumn, now is a good time to familiarise yourself.
Identifying clients not on fees
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and a simple action plan to
engage with them.
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